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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 3547 NORTH CROSSING CIRCLE · VALDOSTA, GA 31602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,351 | $37,044-66.7% | $71,796-82.8% | $57,658-78.6% |
| Participation rate | 19.4% | 61.1%-41.7pp | 69.1%-49.7pp | 70.2%-50.8pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $433 | $1,974-78.1% | $2,794-84.5% | $3,061-85.9% |
| Admin fee / account holder | $9 | $101-90.9% | $4,815-99.8% | $95-90.3% |